Legend Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Legend Financial Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38	Closed	-$5.14K	–	133
2024 Q4	$5.14K	Hold	38	–	–	﹤0.01%	154
2024 Q3	$5.3K	Buy	38 +14	+58%	+$1.89K	﹤0.01%	124
2024 Q2	$3.08K	Buy	24 +6	+33%	+$767	﹤0.01%	210
2024 Q1	$2.35K	Sell	18 -45	-71%	-$5.62K	﹤0.01%	173
2023 Q4	$7.88K	Sell	63 -52	-45%	-$5.83K	0.01%	135
2023 Q3	$12.6K	Buy	115 +9	+8%	+$1.04K	0.01%	124
2023 Q2	$12.2K	Buy	106 +25	+31%	+$2.73K	0.01%	137
2023 Q1	$8.9K	Hold	81	–	–	0.01%	160
2022 Q4	$8.75K	Buy	81 +9	+13%	+$989	0.01%	173
2022 Q3	$7.32K	Buy	+72	New	+$8.08K	0.01%	168

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return